Atlantic Tomorrowsoffice 401(k)plan
Sponsored by Facsimile Communications Industries, Inc. Dba Atlantic Tomorrowsoffice · EIN 131947545 · Plan #002
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 370
- With balances
- 418
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $98,235 |
| Private Advisor Group Llc | Investment advisory (plan), Direct payment from the plan | $67,629 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |